0001085146-22-002753.txt : 20220804
0001085146-22-002753.hdr.sgml : 20220804
20220803174924
ACCESSION NUMBER: 0001085146-22-002753
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220804
DATE AS OF CHANGE: 20220803
EFFECTIVENESS DATE: 20220804
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: AAF Wealth Management, LLC
CENTRAL INDEX KEY: 0001726609
IRS NUMBER: 043556595
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20666
FILM NUMBER: 221133921
BUSINESS ADDRESS:
STREET 1: 50 WASHINGTON STREET
CITY: WESTBOROUGH
STATE: MA
ZIP: 01581
BUSINESS PHONE: 508-366-9100
MAIL ADDRESS:
STREET 1: 50 WASHINGTON STREET
CITY: WESTBOROUGH
STATE: MA
ZIP: 01581
FORMER COMPANY:
FORMER CONFORMED NAME: AAFCPAs Wealth Management, LLC
DATE OF NAME CHANGE: 20210209
FORMER COMPANY:
FORMER CONFORMED NAME: Highsight, LLC
DATE OF NAME CHANGE: 20171228
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001726609
XXXXXXXX
06-30-2022
06-30-2022
false
AAF Wealth Management, LLC
50 WASHINGTON STREET
WESTBOROUGH
MA
01581
13F HOLDINGS REPORT
028-20666
N
Andrew Hammond
Chief Compliance Officer
508-366-9100
/s/Andrew Hammond
Westborough
MA
08-03-2022
0
37
132714
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ALPHABET INC
CAP STK CL C
02079K107
1467
670
SH
SOLE
0
0
670
ALPHABET INC
CAP STK CL C
02079K107
185
500
SH
Put
SOLE
0
0
500
AMAZON COM INC
COM
023135106
307
2883
SH
SOLE
0
0
2883
AMAZON COM INC
COM
023135106
63
2000
SH
Put
SOLE
0
0
2000
APPLE INC
COM
037833100
2831
20706
SH
SOLE
0
0
20706
APPLE INC
COM
037833100
186
7800
SH
Put
SOLE
0
0
7800
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
409
1
SH
SOLE
0
0
1
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
361
1320
SH
SOLE
0
0
1320
HOMOLOGY MEDICINES INC
COM
438083107
94
47501
SH
SOLE
0
0
47501
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
46138G649
769
6712
SH
SOLE
0
0
6712
ISHARES INC
CORE MSCI EMKT
46434G103
263
5379
SH
SOLE
0
0
5379
ISHARES TR
CORE MSCI EAFE
46432F842
1988
33768
SH
SOLE
0
0
33768
ISHARES TR
CORE MSCI INTL
46435G326
16751
311821
SH
SOLE
0
0
311821
ISHARES TR
CORE MSCI TOTAL
46432F834
3250
56993
SH
SOLE
0
0
56993
ISHARES TR
CORE S&P MCP ETF
464287507
10433
46154
SH
SOLE
0
0
46154
ISHARES TR
CORE S&P SCP ETF
464287804
4843
52542
SH
SOLE
0
0
52542
ISHARES TR
CORE S&P500 ETF
464287200
26217
69145
SH
SOLE
0
0
69145
ISHARES TR
NATIONAL MUN ETF
464288414
899
8457
SH
SOLE
0
0
8457
ISHARES TR
RUS 1000 ETF
464287622
243
1169
SH
SOLE
0
0
1169
ISHARES TR
RUS 1000 GRW ETF
464287614
564
2576
SH
SOLE
0
0
2576
ISHARES TR
RUS 1000 VAL ETF
464287598
364
2513
SH
SOLE
0
0
2513
ISHARES TR
RUS MID CAP ETF
464287499
429
6631
SH
SOLE
0
0
6631
ISHARES TR
RUSSELL 2000 ETF
464287655
711
4203
SH
SOLE
0
0
4203
ISHARES TR
SHRT NAT MUN ETF
464288158
946
9050
SH
SOLE
0
0
9050
JOHNSON & JOHNSON
COM
478160104
276
1621
SH
SOLE
0
0
1621
META PLATFORMS INC
CL A
30303M102
386
2396
SH
SOLE
0
0
2396
META PLATFORMS INC
CL A
30303M102
104
2300
SH
Put
SOLE
0
0
2300
MICROSOFT CORP
COM
594918104
477
1857
SH
SOLE
0
0
1857
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
209
2158
SH
SOLE
0
0
2158
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
253
4521
SH
SOLE
0
0
4521
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
16797
54558
SH
SOLE
0
0
54558
SPDR S&P 500 ETF TR
TR UNIT
78462F103
486
1287
SH
SOLE
0
0
1287
UNION PAC CORP
COM
907818108
250
1172
SH
SOLE
0
0
1172
VANGUARD INDEX FDS
GROWTH ETF
922908736
369
1648
SH
SOLE
0
0
1648
VANGUARD INDEX FDS
MID CAP ETF
922908629
10379
52675
SH
SOLE
0
0
52675
VANGUARD INDEX FDS
VALUE ETF
922908744
19018
144187
SH
SOLE
0
0
144187
VANGUARD WHITEHALL FDS
INTL HIGH ETF
921946794
9137
155351
SH
SOLE
0
0
155351